Margin Diagnostic — Sample Deliverable

Unlocking ~$2.7M in Margin Opportunity for ACME IND SUPPLY

Pricing optimization, margin health diagnostics, and a validation tool — built on your own transaction data.

ClientACME IND SUPPLY Revenue Analyzed$180.0M Est. GM Opportunity~$2.7M
Contents

Four Deliverables for ACME IND SUPPLY

Each deliverable is designed to give ACME IND SUPPLY direct visibility and control — transparent, interactive tools rather than black-box outputs.

Deliverable 01

Gross Margin Opportunity Report

A segment-by-segment breakdown of the ~$2.7M opportunity — across STANDARD ($1,058K), DRAIN ($843K), VIP ($618K), and CORE ($198K) — non-contract transactions only. Presents current state alongside realizable potential.

Deliverable 02

Margin Health Assessment

A detailed assessment of GM% health across all customers — showing where gross margin has eroded below threshold due to cost changes not reflected in pricing. Filterable by segment, branch, and product category.

Deliverable 03

Recommended Changes Report

Our application gives ACME IND SUPPLY the ability to explore different matrix pricing strategies and see how each option impacts gross margin all before any changes are committed. This gives the finance team full control to review and validate updates with confidence.

Deliverable 04

Implementation Roadmap

A side-by-side view of where ACME IND SUPPLY's pricing process stands today and where Intuilize takes it — near-term and long-term. Includes a structured handoff plan so the pricing team knows exactly what happens after the diagnostic is complete.

The Opportunity at a Glance

A conservative, full-dataset analysis of ACME IND SUPPLY's transaction history reveals a meaningful gross margin improvement opportunity — without disrupting the existing pricing architecture or existing relationships.

$180.0M
Total Revenue Base Analyzed
494,990 invoices across 42,165 customers and all segments
~$2.7M
Estimated GM Opportunity
Across STANDARD, DRAIN, VIP & CORE segments — non-contract transactions
$44.8M
Current Total Gross Margin
24.9% blended GM rate across all active accounts
23.9%
Revenue in Unhealthy Accounts
$43.0M with below-target margin performance — primary opportunity pool
Why Cost Basis Matters
To ensure pricing recommendations align with how ACME IND SUPPLY operates, we need to confirm whether optimization runs against Standard Cost or Price List + Discount. This is essential for the finance team to trust and validate the outputs — and it determines exactly how the ~$2.7M opportunity is realized in practice. No changes will be made to existing cost assumptions.

~$2.7M Opportunity Breakdown

The estimated gross margin opportunity is distributed across all four customer segments. STANDARD accounts carry the largest single opportunity, followed by DRAIN and VIP. *

$1,058K
STANDARD
$843K
DRAIN
$618K
VIP
$198K
CORE
Total: $2,717K ≈ ~$2.7M
* Non-Contract Transactions Only. This analysis excludes contract-priced revenue (~7.5–8% of total revenue). Contract transactions are managed under separate pricing agreements and are not included in the GM opportunity sizing.
Segment-Level Detail
Segment Est. GM Opportunity * # Customers Total Sales Pricing Approach
STANDARD $1,058K 770 $69.7M Matrix alignment; identify outlier pricing for correction
DRAIN $843K 24,230 $54.9M Incremental correction; preserve active relationships
VIP $618K 115 $41.2M Careful incremental optimization; relationship integrity first
CORE $198K 10 $13.3M Targeted review of highest-value accounts; minimal disruption

Full Customer Base Overview

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Segmentum # Consectetur Dolor Sit % Amet Tempor GM ($) GM % Incididunt (Days) # Labore Avg Dolore
LORE XX$XX.XMX.X% $X.XMXX.X% XXX,XXX$XXX
IPSA XXX$XX.XMXX.X% $X.XMXX.X% XXXX,XXX$XXX
DOLORE XXX$XX.XMXX.X% $XX.XMXX.X% XXXX,XXX$XXX
MAGNA ⚠ XXK+ consectetur XX,XXX$XX.XMXX.X% $XX.XMXX.X% XXXXXX,XXX$XXX
ALIQUA X,XXX$XXXKX.X% $XXXKXX.X% XXX,XXX$XXX
UT ENIM XX,XXX0.0% 0.0%
Summa XX,XXX$XXX.XM100.0% $XX.XMXX.X% XXX,XXX
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Full Report Available
See the Complete Customer Segmentation for Your Company
Unlock the full segment-by-segment breakdown for ACME IND SUPPLY —
customer counts, sales mix, margin dollars,
and re-engagement risk across every tier.
Book a Call to Learn More

Margin Health Assessment

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Categoria Reditus % Totius GM ($) GM %
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Full Report Available
See the Complete Margin Health Assessment for Your Company
Unlock the full healthy vs. unhealthy revenue breakdown for ACME IND SUPPLY,
including where erosion is concentrated
by customer, segment, and product.
Book a Call to Learn More

Optimize the Architecture. Don't Replace It.

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Lorem Ipsum Architecture and Optimization Approach
ERP Pricing Hierarchy — Unchanged
Tier 0 Manual Overrides
Tier 1 Customer-Specific Price
Tier 2 Contract / Account Price ~8% of revenue
Tier 3 Customer Class Price 5 classes
Tier 4 Customer Type / Subclass 15 sub-classes
The ERP's Best Price flag is active — the system applies the lowest valid price across all tiers for each customer-product combination.
What Intuilize Addresses
01
Identify Cost Data Accuracy Issues

89% of ACME IND SUPPLY's pricing uses STD-COST as its base. When standard costs change but prices don't, GM erodes automatically. We surface exactly where that gap exists across the matrix — giving the pricing team a clear view of which price lines are exposed before they become a problem.

02
Establish Governance & Version Control

Today, matrix uploads happen irregularly with no versioning or audit trail. We introduce a governance layer — every matrix version is timestamped, tracked, and auditable — so pricing history can be reconstructed at any point.

03
Optimize GM% Targets Within Existing Tiers

Using transaction data, we recalibrate GM% targets across the existing class, type, and named-account tiers. The velocity-based formula and the Best Price logic are preserved — we improve the inputs, not the architecture.

04
Deliver ERP-Ready Output Every Cycle

Every pricing update Intuilize generates is formatted to match ACME IND SUPPLY's existing ERP import template exactly. The pricing team reviews the GM$ impact before it goes live — same import workflow, dramatically less manual effort.

Pain Points We're Solving
📊
Excel Dependency

~10K price lines managed manually in Excel — cumbersome, error-prone, and slow. Intuilize automates matrix generation while keeping Excel as the review format the team is comfortable with.

⚙️
Standard Cost Lag

Prices relying on STD-COST are only as accurate as Purchasing's updates. We surface cost-vs-price gaps in real time so delayed cost updates don't silently erode margin.

🗂️
No Version History

No way to reconstruct how a price was determined at a past date. Every Intuilize-generated matrix is versioned, timestamped, and stored — full audit trail from day one.

⏱️
10–20 Hours Per Update Cycle

End-to-end manual process from trigger to live prices. Intuilize reduces this to ~5 hours near-term — same output quality, a fraction of the effort.

Full Report Available
See the Complete Solution Architecture for Your Company
Unlock the full proposed solution for ACME IND SUPPLY, including the pricing hierarchy map,
the four pillars Intuilize addresses,
and the pain points solved.
Book a Call to Learn More

Current State vs. Future State

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Lorem Ipsum Roadmap
See how the workflow improves over time.Move between current state, near-term, and long-term paths to understand the rollout options.
Current, Manual, No Audit Trail
12–22 hrs
Per update cycle
1 person
Single point of failure
0
Version history
REQ
Trigger Received

Vendor change or quarterly review, reactive with no proactive alerts

XLS
Manual Excel Analysis

~7,000-line spreadsheet, error-prone, single owner

EDIT
Edit Prices Manually

Across customer, class, and tier, no audit trail

ERP
Import into ERP

Manual upload, no rollback, no field notification

Near-Term — No ERP Integration Required
~5 hrs
Distributor review + import time
Full
Audit trail
Zero
ERP integration risk
AI
Intuilize Models Your Pricing

Automated analysis of transaction history and cost data surfaces the ~$2.7M opportunity by segment, customer, and product class — no manual spreadsheet work required.

RPT
Findings Review with Your Team

Intuilize walks ACME IND SUPPLY's pricing and finance leads through the Gross Margin Opportunity Report, Margin Health Assessment, and Recommended Changes — with full before/after impact visibility before any decision is made.

ERP
ERP-Ready Output

Approved changes are formatted to match ACME IND SUPPLY's existing ERP import template — same file structure the pricing team already uses, no retraining required.

OK
You Review, You Approve, You Import

The pricing team retains full control. No change goes live without sign-off. The import follows the existing workflow — your team stays the decision maker at every step.

What's included in the diagnostic: a final findings review session and this implementation roadmap are part of the base scope. Any additional refinement cycles are agreed upon before implementation begins.
Long-Term — Full ERP Connector + Continuous Governance
Minutes
End-to-end cycle time
Closed loop
Margin monitoring
Zero
Manual file handling
MON
Always-On Margin Monitoring

Intuilize continuously monitors cost basis changes and flags accounts where margin has drifted below threshold — so the team is alerted before the next cycle, not after.

AI
Ongoing Pricing Recommendations

The platform surfaces targeted pricing adjustments on a rolling basis — not just at quarterly review time. ACME IND SUPPLY moves from reactive to proactive pricing governance.

API
ERP Connector Pushes Updates Directly

Once approved, price changes are pushed to the ERP automatically. No file exports, no manual imports, no version control risk. The last manual step is eliminated.

RPT
Post-Update Outcome Tracking

Intuilize tracks realized margin improvement after each update cycle — confirming that pricing changes are holding and flagging any customer-level deviations that need attention.

Start with Near-Term. The near-term path builds confidence and captures the opportunity with zero ERP risk. Full connector activation is a natural next step once the team has seen the model perform.
Full Report Available
See the Complete Implementation Roadmap for Your Company
Unlock the full current-state vs. future-state roadmap for ACME IND SUPPLY,
including near-term and long-term rollout paths
and the ERP connector timeline.
Book a Call to Learn More
Works With Your ERP
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